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Click the correct date. Standard Time Entry is used by default for all timekeepers in the firm. In Standard Time Entry, choose a client and service code. If you have entered a time service code, enter the hours. If you have entered an expense service code, enter the flat rate. If there is a project associated with this transaction, select the project when prompted. If you want to enter a reference, enter the memo and click Save.

You have the option of having the program assist with project selection based on the chosen service. To associate a category or subcategory of service with a project type, go to Project Setup – Link Service Codes.

If you are a remote user, be sure to import client and service code information (select Import on the File menu) to keep your database current. If you are a remote user not connected to the network, you will import files you receive from your firm (host) administrator.

Using Project Based Time Entry to add time or expenses

If your firm is project centric, you have the option of enabling Project Based Time Entry in which you choose a client and identify the project before entering the service code. With Project Based Time Entry you can also set up links between project types and permissible service codes, ensuring that your firm employees are entering accurate service codes available only for the project type.

To enable Project Based Time Entry first set up the links between project types and service codes in Project Setup – Link Service Codes. Next, enable security for employees who will use Project Based Time Entry in Security Setup. Look for Time Entry – Project Based Entry in the security list. If you want employees to have the option of overriding a linked service code for a project, you can also select the option to allow the override of service codes in Security Setup.

Edit unreleased entries

Click the correct date on the Calendar. Double-click the entry you need to edit. Change the information on the window and click Save.

View MTD hours

Click MTD Hours to view and print the calendar. Choose the month and year you wish to review. Click the drop-down button to view all posted, released, unreleased time, or all time. You can then select all hours, billable hours, or nonbillable hours for the time selected. A Productivity Ratio is also displayed.

MTD Hours is also available for remote workstations that are not connected to the host. To view MTD Hours for any employee, use Batch Time Entry.

Bank or use hours

Click Bank Hours to enter hours banked or used. Select the date. The total beginning banked hours is displayed. Enter the hours and then click Bank or Use.

Change an entry date

Click Correct Date to display all unreleased entries for the current employee. Select the entries you need to transfer and enter the new date. Click Transfer Entries.

Print unreleased time

Use the timer

If the Timer option on the Windows Tray is not active, the Timer button displays as Timer (Off). To start the Timer and track time spent on a client, click the Timer button or select it from the Windows Tray. Unlimited timers are available.

For Standard Time Entry, enter the client name/code and service code for the timer you wish to use. You can also select the project, Time Entry Custom field (if activated), and add an internal memo.

For Project Based Time Entry, enter the client name/code, select a project, and choose a service code for the timer you want to use. You can also select the Time Entry Custom Fields (if

activated), and add an internal memo.

Click Record & Report to clear the timer and start again or click Record to record the time. The Timer button displays as Time (On) when the Timer option is available for use in the Tray. Remember that when entries are recorded, the Timer will round to the interval you selected in Firm Setup. The Timer button is not available in Batch Entry but timers are available from the Windows Tray and can be used independently of CCH ProSystem fx Practice Management. Release time to post

If you are running in Edit and Post Update mode (selected by default), click Release to release time for posting. Enter the time frame that you wish to release. Click Release to release time. You can also select Release Time from the Activities menu.

If you are a remote user not connected to the network, click Remote Release to release your time. A file containing your time entry transactions is created. Send this file to your firm administrator, who will import the file for posting.

Release and post time

If you are running in "Real Time" Update mode clicking the Real Time Release button will release and post the time entries in one step. Enter the time frame that you wish to release. You can also select Release Time from the Activities menu.

Real Time Update mode is selected in Security Settings and can be selected for individual employees or for the entire firm.